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Kovack Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Kovack Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$519K Sell
22,844
-6,448
-22% -$147K 0.02% 616
2026
Q1 		$669K Buy
29,292
+13,627
+87% +$314K 0.04% 500
2025
Q4 		$361K Buy
+15,665
New +$363K 0.02% 699
2025
Q3 		– Sell
-15,715
Closed -$361K – 640
2025
Q2 		$361K Buy
+15,715
New +$358K 0.04% 411
2024
Q1 		– Sell
-9,979
Closed -$230K – 531
2023
Q4 		$230K Buy
+9,979
New +$222K 0.03% 485
2023
Q3 		– Sell
-30,424
Closed -$697K – 578
2023
Q2 		$697K Sell
30,424
-2,112
-6% -$49K 0.09% 217
2023
Q1 		$761K Sell
32,536
-11,008
-25% -$254K 0.1% 198
2022
Q4 		$989K Sell
43,544
-5,081
-10% -$115K 0.14% 149
2022
Q3 		$1.11M Buy
48,625
+17
+0% +$403 0.16% 139
2022
Q2 		$1.16M Sell
48,608
-11,405
-19% -$274K 0.15% 142
2022
Q1 		$1.49M Sell
60,013
-632
-1% -$16.2K 0.15% 147
2021
Q4 		$1.62M Sell
60,645
-4,226
-7% -$112K 0.16% 150
2021
Q3 		$1.72M Sell
64,871
-11,384
-15% -$305K 0.19% 134
2021
Q2 		$2.03M Sell
76,255
-5,372
-7% -$142K 0.23% 115
2021
Q1 		$2.14M Sell
81,627
-1,956
-2% -$52.3K 0.28% 95
2020
Q4 		$2.28M Buy
83,583
+4,204
+5% +$116K 0.33% 77
2020
Q3 		$2.22M Sell
79,379
-1,841
-2% -$51.6K 0.39% 63
2020
Q2 		$2.27M Buy
81,220
+8,153
+11% +$228K 0.44% 53
2020
Q1 		$2.05M Buy
73,067
+3,859
+6% +$104K 0.47% 53
2019
Q4 		$1.79M Buy
+69,208
New +$1.81M 0.32% 77

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

Kovack Advisors's GOVT Position: Q2 2026 in Review

Kovack Advisors reduced its iShares US Treasury Bond ETF (GOVT) stake by 22% in Q2 2026, selling an estimated $147K and leaving 22,844 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #616.

Kovack Advisors first reported a position in GOVT in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.28M in Q4 2020. 955 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

  • Kovack Advisors held 22,844 shares of iShares US Treasury Bond ETF worth $519K as of Q2 2026.
  • Kovack Advisors sold 6,448 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares US Treasury Bond ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #616 holding.
  • Kovack Advisors first reported a position in iShares US Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Kovack Advisors's iShares US Treasury Bond ETF position peaked at $2.28M in Q4 2020.
  • 955 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.